401(k) · DOL Form 5500 · 2024

First Eagle Investment Management, LLC 401(k) Plan

Data updated 2026-08-25

$217M
Total assets Near avg plan size
586
Participants Below avg headcount
95th
Percentile by assets National rank
$369,612
Avg per participant High balance/head
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Official DOL plan name: First Eagle Investments 401(k) Plan · Sponsored by First Eagle Investment Management, LLC · New York · Finance & Insurance

$217M in assets, 586 participants

First Eagle Investment Management, LLC's First Eagle Investments 401(k) Plan reported $217M in total assets and 586 participants in its 2024 DOL Form 5500 filing, ranking in the 95th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,801 in Finance & Insurance (8,549 peers)

Where First Eagle Investments 401(k) Plan sits by assets

First Eagle Investments 401(k) Plan sits in the top 5% of all filed plans by assets, $217M for 586 participants (~$369,612/participant), up 22.5% in 2024.

#7,801
in Finance & Insurance (8,549 peers)
+22.5%
assets growth YoY
2.2×
vs typical plan assets (national mean)

First Eagle Investments 401(k) Plan's outsized position by total assets

First Eagle Investments 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$216,592,652 Top 5% higher than 95% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

First Eagle Investments 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Eagle Investments 401(k) Plan sits mid-pack in the medium band (586 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Eagle Investments 401(k) Plan end-of-year assets rose from $177M in the plan year 2023 filing to $217M in the plan year 2024 filing.
  • First Eagle Investments 401(k) Plan reported participants rose from 559 in the plan year 2023 filing to 586 in the plan year 2024 filing.
  • First Eagle Investments 401(k) Plan reported net income fell from $41M in the plan year 2023 filing to $40M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 571156902 · First Eagle Investment Management, LLC PY 2024 · 401(k)

First Eagle Investments 401(k) Plan · $217M · 586 · 95th

  • IND $217M
  • IND 586
  • IND 95th
  • IND 401(k)
  • IND near Bic Corporation Salaried 401(k) Savings and Investment Plan
  • IND ind #7801

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →

First Eagle Investments 401(k) Plan in the asset neighbourhood

The Murphy Oil Corporation 401(k) PlanThe Murphy Oil Corporation 4…$217MBic Corporation Salaried 401(k) Savings and Investment PlanBic Corporation Salaried 401…$217MFirst Eagle Investments 401(k) PlanFirst Eagle Investments 401(…$217MCompany 3 / Method 401(k) PlanCompany 3 / Method 401(k) Pl…$216MNep Broadcasting, LLC 401(k) PlanNep Broadcasting, LLC 401(k)…$216M
End-of-year total assets ($M) among First Eagle Investments 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$177M
Net Assets (End of Year)$217M
Net Income$40M
Employer EIN571156902
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Eagle Investment Management, LLC)

Sponsor-wide plan assets over time

All First Eagle Investment Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$217M 59.07763978560689% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $136M $217M ▲ +59.1%
Year Plans Participants Total Assets
2022 1 449 $136M
2023 1 559 $177M
2024 1 586 $217M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

First Eagle Investments 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants First Eagle Investments 401(k) Plan, Total assets ($B): 0.216592652 · Participants: 586First Eagle Investments 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
First Eagle Investments 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare First Eagle Investments 401(k) Plan side-by-side with 3 peers →

First Eagle Investments 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bic Corporation Salaried 401(k) Savings and Investment Plan in CT ($217M); by covered participants it is Association for Individual Development Retirement Plan in IL (586 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($217M here).

Similar participant headcount

Nearest other-state filings by covered participants (586 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did First Eagle Investments 401(k) Plan assets move in 2024? ▼
First Eagle Investments 401(k) Plan grew sharply - up 22.5% during 2024, from $177M to $217M. Reported net income was $40M.
How have First Eagle Investment Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Eagle Investment Management, LLC's sponsor-wide assets grew 59.1%, from $136M to $217M.
Where does First Eagle Investments 401(k) Plan rank by assets among Form 5500 filers? ▼
First Eagle Investments 401(k) Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to First Eagle Investments 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bic Corporation Salaried 401(k) Savings and Investment Plan in CT ($217M, 646 participants).
Which 401(k) plans cover a similar participant headcount to First Eagle Investments 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Association for Individual Development Retirement Plan in IL (586 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 571156902.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.